Employee Benefits Account Manager

Foundation Risk Partners; New York (NY); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading insurance brokerage is seeking an Employee Benefits Account Manager in New York City. This client-facing role involves managing client relationships, ensuring compliance, and supporting account management activities. The ideal candidate will have strong organizational skills and experience in the health insurance sector. Benefits include health insurance, 401(k), and PTO.

Benefits

Health Insurance

401(k)

Life Insurance

PTO

Holidays

Qualifications

• 3+ years of account management experience with a health and welfare carrier or broker.
• State-specific Life & Health License required.

Responsibilities

• Manage client lifecycle deliverables to ensure successful retention.
• Support client onboarding, support, and renewal processes.
• Prepare reports and develop client relationships.

Skills

Attention to Detail

Communication

Organizational Skills

Relationship Building

Multi-tasking

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Job Description: Employee Benefits Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region.

The Account Manager is a client-facing position responsible for delivering day-to-day service activities to support Sales, Account Management, and Underwriting, with the goal of client retention and growth across multiple accounts.

Essential Functions:

• Manage client lifecycle deliverables to ensure successful retention (94% renewal rate).
• Support and execute client-related deliverables, increasing in complexity over time.
• Complete training to develop skills in strategic account planning, communication, and project management.
• Identify areas of expertise and maintain up-to-date client files and systems.
• Ensure compliance with company processes and standards.

Essential Duties:

• Support client onboarding, support, and renewal processes, including developing strategic plans and service calendars.
• Prepare reports, develop client relationships, and communicate effectively with stakeholders.
• Review employee education materials and resolve client inquiries independently.
• Maintain internal systems and manage client contact information.
• Identify upsell opportunities and reconcile client revenue monthly.

Qualifications:

• Strong attention to detail, organized, and responsive.
• Knowledge of insurance, healthcare products, and regulatory matters.
• Proficient in Microsoft Office.
• Excellent communication and relationship-building skills.
• Ability to multi-task and work independently or collaboratively.

Education & Experience:

• Bachelor’s Degree preferred.
• 3+ years of account management experience with a health and welfare carrier or broker.
• State-specific Life & Health License required.

Salary range: $75,000 - $100,000 USD, with actual compensation based on experience and performance.

Benefits include health insurance, 401(k), life insurance, PTO, and holidays.